Latest Institutional Purchases of Ishares Core U.S. Aggregate Bo (AGG)
This list provides information on the latest institutional transactions involving Ishares Core U.S. Aggregate Bo (AGG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
20+ 1.33% |
$1.92K - $1.99K
|
1.53K
$151K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
20+ 0.47% |
$1.92K - $1.99K
|
4.3K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
19+ 0.79% |
$1.82K - $1.89K
|
2.42K
$239K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
19+ 0.57% |
$1.82K - $1.89K
|
3.35K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
16+ 0.3% |
$1.53K - $1.59K
|
5.43K
$535K
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
15+ 300.0% |
$1.44K - $1.49K
|
20
$1.97K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
15+ 0.62% |
$1.44K - $1.49K
|
2.44K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
15+ 8.98% |
$1.44K - $1.49K
|
182
$18K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
14+ 0.63% |
$1.34K - $1.39K
|
2.22K
$219K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.26% |
$1.34K - $1.39K
|
5.43K
$536K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
13+ 0.38% |
$1.25K - $1.29K
|
3.45K
$340K
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
12+ 0.45% |
$1.15K - $1.19K
|
2.66K
$262K
|
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11+ 0.08% |
$1.05K - $1.09K
|
13.3K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
9+ 0.55% |
$863 - $893
|
1.64K
$162K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
9+ 13.04% |
$863 - $893
|
78
$7.7K
|
|
|
May 07, 2025
Q1 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
9New |
$863 - $893
|
9
$888
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
9+ 0.14% |
$863 - $893
|
6.56K
$648K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 1.22% |
$767 - $794
|
663
$65.4K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
7+ 0.12% |
$671 - $695
|
5.75K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
7+ 46.67% |
$671 - $695
|
22
$2.17K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7+ 0.17% |
$671 - $695
|
4.1K
$405K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
7+ 0.17% |
$671 - $695
|
4.15K
$410K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5+ 0.06% |
$479 - $496
|
8.03K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
5+ 0.56% |
$479 - $496
|
900
$88.8K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
5+ 0.1% |
$479 - $496
|
4.9K
$483K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
BUY
|
- |
4+ 0.48% |
$383 - $397
|
844
$83.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
3+ 0.09% |
$288 - $298
|
3.33K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2+ 0.71% |
$192 - $199
|
282
$27.8K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2+ 0.68% |
$192 - $199
|
296
$29.2K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
2+ 0.05% |
$192 - $199
|
3.72K
$367K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 0.49% |
$95.9 - $99.3
|
205
$20.2K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 0.98% |
$95.9 - $99.3
|
103
$10.2K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 1.23% |
$95.9 - $99.3
|
82
$8.09K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.11% |
$95.9 - $99.3
|
937
$92.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1+ 0.0% |
$95.9 - $99.3
|
107K
$10.5M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$95.9 - $99.3
|
2.27K
$224K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Deere & CO
Moline, IL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.65MNew |
$160M - $167M
|
1.65M
$163M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.42M+ 1599086.5% |
$138M - $144M
|
1.42M
$140M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
816K+ 398.86% |
$78.8M - $82.6M
|
1.02M
$101M
|
|
|
Jan 21, 2025
Q4 2024
|
Strategic Investment Management, LLC
|
BUY
|
- |
344KNew |
$33.3M - $34.9M
|
344K
$34M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
305K+ 469.12% |
$29.5M - $30.9M
|
370K
$36.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Investment Advisors, LLC
Madison, WI |
BUY
|
- |
192KNew |
$18.6M - $19.4M
|
192K
$18.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
174KNew |
$16.8M - $17.6M
|
174K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
152KNew |
$14.6M - $15.3M
|
152K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
92KNew |
$8.89M - $9.31M
|
92K
$9.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
84.6K+ 382.71% |
$8.18M - $8.56M
|
107K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
70.3K+ 5.4% |
$6.8M - $7.12M
|
1.37M
$135M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
60.2KNew |
$5.81M - $6.09M
|
60.2K
$5.94M
|
|